NexJ Systems claims that the deployment of its solutions will enable the bank to provide its advisers with a comprehensive view of their customers in one system.
The technology would help in transforming advisor’s traditional account-centered view into a comprehensive view of the customer’s financial accounts and holdings at the individual customer and at the household-level, the technology solutions provider added.
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William Tatham, CEO of NexJ Systems, remarked, "Following a competitive proof of concept we were able to clearly illustrate the value we provide to the market and our leadership position in CRM for financial services."
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